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Jetpack Workflow

Jetpack Workflow is workflow and project management software for accounting, bookkeeping and tax firms to track recurring client work and deadlines.

Our take: Jetpack Workflow keeps a firm's repeat work visible: templates create the jobs, deadlines are tracked, and owners can see who is overloaded.

Best forAccounting firm workflows
ReviewedPricing: Free Trial
6.8 out of 105 criteria · see breakdown
Try Jetpack$40/user/mo (annual); 14-day trial

Jetpack Workflow is workflow and project management software for accounting, bookkeeping and tax firms that repeat client work every month or year. It costs $40 per user per month billed annually ($49 monthly), with a 14-day free trial and no credit card.

The bottom line

A focused workflow tracker for accounting firms that value simplicity over an all-in-one suite.

Our score

Reviewed by the Conversion Gems editorial team. Hover a facet to focus it; click to pin.Tap a facet to focus it.

Community ratings

Shown for context only. Our score is independent.

Capterra
4.8 out of 5
50+ reviews

4.8 / 5 aggregate · across 1 source

Third-party ratings shown verbatim; aggregate weighted by review volume.

What it is, and why we rate it

One line each. Open a row for detail.

What it really isWorkflow and deadline-tracking software built for accounting and bookkeeping firms' recurring client work.
Our takeJetpack Workflow keeps a firm's repeat work visible: templates create the jobs, deadlines are tracked, and owners can see who is overloaded.
It stays focused on workflow rather than trying to be a full practice suite. Pricing is per user from $40 a month billed annually, and time tracking and capacity tools need Premium.
Why we rate itBuilt for how accounting firms actually repeat work, with unlimited clients on every plan.
The catchCosts scale with headcount, and time tracking and capacity tools need Premium.

Best / not good for

Best for
  • Recurring monthly and annual client work
  • Firm owners tracking deadlines across staff
  • Firms on QuickBooks Online
Not good for
  • Solo bookkeepers on a tight budget
  • Firms wanting portal, CRM and billing in one tool
  • General project management outside accounting
Trade-offs

Friction report

Trade-offs to know before signing up.

  1. Time to value
    Hours to set up templates and clients; the $1,500 onboarding package is optional.
  2. Scale breakpoint
    When you need time tracking or capacity planning (Premium) or SSO (Enterprise).
  3. Walled garden
    Medium: QuickBooks Online and Zapier connections, but workflows live in Jetpack's own system.
Still a fit?
If none of these block you, try it on the official site.
Try Jetpack

Jetpack Workflow plans and pricing

PlanBilled annuallyBilled monthlyWhat's included
Starter$40/user/mo$49/user/moUnlimited projects, clients and templates; automation; live chat and email support
Premium$50/user/mo$59/user/moAdds time tracking, budget vs actuals, weekly and yearly capacity management
EnterpriseCustomCustomAdds SSO and a dedicated account manager
Add-ons--Document storage $5 per 100 GB; onboarding and training package $1,500 one-time

From Jetpack Workflow's pricing page, checked 4 October 2026. 14-day free trial, no credit card required.

Frequently Asked Questions

How much does Jetpack Workflow cost?

Starter costs $40 per user per month billed annually or $49 monthly. Premium costs $50 per user per month billed annually or $59 monthly. Enterprise is custom-priced. Add-ons: storage at $5 per 100 GB and a $1,500 one-time onboarding package (checked 4 October 2026).

Does Jetpack Workflow have a free trial?

Yes. It offers a 14-day free trial, and no credit card is required (checked 4 October 2026).

Is Jetpack Workflow a CRM?

Not primarily. It is workflow and project management software for accounting firms: client and project management, job templates, recurring work and deadlines. If you want a CRM and client portal in the same tool, compare a practice-management suite such as Financial Cents.

Does Jetpack Workflow integrate with QuickBooks?

Yes. It has a direct QuickBooks Online integration, and it connects to other accounting software such as Xero through Zapier.

Who is Jetpack Workflow for?

Accountants, bookkeepers, CPA firms, tax professionals and payroll firms with recurring client work. It is not related to the Jetpack plugin for WordPress sites.

Jetpack Workflow alternatives

Other workflow tools for accounting firms:

Showing 1–3 of 4
Sources checked October 4, 2026: Jetpack Workflow pricing, Jetpack Workflow homepage, Jetpack Workflow integrations (vendor comparison post), About Jetpack Workflow.

Conversion Gems independently reviews every tool.

Tags

#AccountingFirms#WorkflowManagement#CPA#Bookkeeping

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